Veris Wealth Partners

Overview

Veris Wealth Partners is a financial advisory firm specializing in sustainable and impact investing strategies. Founded in 2007, the firm manages approximately $2.7 billion in assets and serves individuals, families, foundations, and endowments across the United States. Veris is a majority women-led, partner-owned firm committed to aligning clients' financial assets with their values and vision for the future. The firm offers a comprehensive suite of wealth management services, including investment management, financial planning, and seamless coordination with clients' existing advisors. Veris focuses on creating diversified portfolios that achieve both financial returns and positive social and environmental impact. Their seasoned team of investment advisors and financial planners collectively has decades of advisory and impact investing experience. Veris Wealth Partners operates offices in Oakland, CA; New York, NY; Portsmouth, NH; Denver, CO; and Philadelphia, PA. As a fiduciary, the firm is dedicated to acting in the best interests of its clients, providing clear communication, education, and dedicated service to meet clients' needs with integrity and exemplary service.

Investment Focus

• Minimum account size of $2 million, though this requirement may be waived at the firm's discretion.

Portfolio Companies